Obesity Second-Order Effects
Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.
26 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $10.6B | -$31.1M | 20 | 0.19% | Reduced |
|
| 2 |
BlackRock
New York
| $8.54B | +$547M | 21 | 0.18% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $5.92B | $0 | 1 | 2.22% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.84B | +$181M | 20 | 0.16% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.15B | +$83.6M | 21 | 0.17% | Increased |
|
| 6 |
Morgan Stanley
New York
| $2.05B | +$211M | 21 | 0.15% | Increased |
|
| 7 |
Bank of New York Mellon
New York
| $1.98B | -$36.6M | 19 | 0.37% | Reduced |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $1.78B | -$563M | 21 | 0.11% | Reduced |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.56B | +$4.96M | 17 | 0.3% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $952M | +$24.9M | 17 | 0.23% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $862M | -$53.1M | 21 | 0.14% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $838M | +$29.8M | 17 | 0.1% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $786M | -$105M | 21 | 0.06% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $745M | +$22.5M | 19 | 0.14% | Increased |
|
| 15 |
Wasatch Advisors
Salt Lake City,
Utah
| $686M | +$31M | 2 | 3.36% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $600M | +$12.9M | 10 | 0.08% | Increased |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $587M | -$51.3M | 16 | 0.34% | Reduced |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $570M | -$69.9M | 21 | 0.05% | Reduced |
|
| 19 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $548M | -$44.5M | 8 | 0.59% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $546M | -$40.8M | 14 | 0.14% | Reduced |
|
| 21 |
Millennium Management
New York
| $541M | +$36.8M | 19 | 0.26% | Increased |
|
| 22 |
Goldman Sachs
New York
| $512M | -$145M | 21 | 0.08% | Reduced |
|
| 23 |
Wellington Management Group
Boston,
Massachusetts
| $480M | -$81.5M | 6 | 0.08% | Reduced |
|
| 24 |
Nordea Investment Management
Stockholm,
Sweden
| $479M | -$26.9M | 6 | 0.54% | Reduced |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $476M | +$17.5M | 18 | 0.13% | Increased |
|